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Select Language English Chinese (Simplified), 中文(简体) 旧版, zh-CHS Chinese (Traditional), 中文(繁體) 舊版, zh-CHT Japanese, 日本語, ja Korean, 한국어, ko Spanish, español, es About MDRT Media Room History Foundation Leadership Contact Us Membership Apply Now Become a Member Requirements Mentoring Member benefits Meetings Annual Meeting Top of the Table Recommend a Speaker MDRT Edge Global Conference Resource Zone Search My Resources Marketing Advising Clients Practice Management Whole Person My MDRT Check Application Status Check Application Status Login Want to see more resources? More resources are available to members if you log into your account or register. Close Search -- About MDRT Media Room History Foundation Leadership Contact Us Membership Apply Now Become a Member Requirements Mentoring Member benefits Meetings Annual Meeting Top of the Table Recommend a Speaker MDRT Edge Global Conference Resource Zone Search My Resources Marketing Advising Clients Practice Management Whole Person My MDRT en-US Search MDRT The Premier Association of Financial Professionals ® Login Want to see more resources? More resources are available to members if you log into your account or register. Close Menu Search Resource Zone Welcome to the Resource Zone — home to MDRT’s multimedia resources to help you improve your productivity and run your business more efficiently. Search by keyword, or browse by topic or collection, to find ideas in video, audio or text format. Resource Zone Search Advanced Search Oct 2019 Qualify for MDRT 50% faster with referrals Naomi Chua Yi-Shyan, ChFC Marketing Referrals Naomi Chua, of Singapore, shares her method of getting referrals, which allows her to qualify for MDRT quicker and with less effort. Nov 2019 Turn friends into clients Bryce Sanders Marketing Prospecting You may think your friends know what you do for a living as a financial advisor, but they may not. That may be costing you clients and preventing you from assisting them. Here’s how to can change this. Jan 2020 The remedy for third-generation syndrome Liz DeCarlo Advising Clients Financial planning Parwani helps plan for succession when descendants aren't interested in the business. Jan 2020 How you can simultaneously do good and have fun by getting involved in the MDRT Foundation MDRT Whole Person MDRT Foundation Do you know what’s involved in MDRT Gives Day? Or how to sign up to participate in a service project? In this episode, two MDRT members who currently serve on the MDRT Foundation Board of Trustees share what you need to know about the MDRT Foundation and how you can help yourself and the causes you care about through your efforts. You’ll hear from: Elaine Milne, Dip PFS Ted Rusinoff, CFP Episode breakdown: 0:31 – Many ways to get involved 1:12 – The combination of camaraderie and generosity 1:47 – What you can do right now to get involved 2:28 – The basics of requesting a grant 3:12 – How we got involved 6:12 – Why you shouldn’t be intimidated to volunteer Oct 2019 Two ideas in two minutes Brian G. Tarpey Advising Clients Financial planning Top of the Table qualifier and 2020 MDRT Foundation President Tarpey recalls some of the best advice he’s received through MDRT. The advice has inspired him and helped him close deals. Advising Clients View All 0:02:48 Jan 2020 How saying no to clients’ children saves retirements Jan 2020 The remedy for third-generation syndrome Jan 2020 World: Pakistan. Choosing insurance Jan 2020 No, I can't do that Jan 2020 True tales of insurance in action 0:03:13 Dec 2019 A simple way to explain term vs. permanent life insurance 0:08:08 Aug 2018 When advisors can motivate clients to stop smoking Oct 2018 What to do when client information catches you off-guard Nov 2018 What advisors wish they knew sooner Dec 2018 Stories that help explain the need for income replacement Feb 2019 My most difficult income protection client Sep 2019 Is it better to push too much or too little? Marketing View All Jan 2020 Q&A: Naomi Chua Yi-shyan Jan 2020 Overcoming cultural taboos in Jamaica Jan 2020 Motivate a client to take action Jan 2020 How to get the referrals you need to grow your business Jan 2020 9 easy ways to explain complicated topics and show value 0:03:27 Dec 2019 Market your practice: Think strategically about your niche 0:38:44 Dec 2019 Achieving Top of the Table in three months 0:03:46 Nov 2019 Turn friends into clients Sep 2019 Successful transitions Aug 2019 Something you do that other advisors don't 0:05:04 Nov 2019 Gain clients through media exposure 0:03:03 Nov 2019 Connect with high-net-worth prospects Practice Management View All Jan 2020 Marketing your expertise Jan 2020 Tips & Technology 0:04:38 Jan 2020 Increase your income with fewer clients Jan 2020 Five ways to start the new year right Jan 2020 Five ways to build your business Jan 2020 Top of the Table takeaways Jan 2020 12 ideas for prospecting and productivity Jan 2020 The unexpected intricacies of using technology 0:05:32 Dec 2019 Spot missed opportunities and quit prospecting 0:53:11 Sep 2019 The future of the customer experience 0:54:54 Sep 2019 Supercharge your #millennials recruitment 0:08:29 Dec 2019 Lessons from mistakes in client communication Whole Person View All 0:04:20 Feb 2020 Why what you believe determines what you achieve 0:07:43 Jan 2020 How you can simultaneously do good and have fun by getting involved in the MDRT Foundation Jan 2020 Fighting back against food insecurity Mar 2019 The professional benefits of prioritizing your personal life Nov 2019 Leading the fight Nov 2019 Rising to the top Nov 2019 What do a pilot, a student and a father have in common? 0:01:48 Oct 2019 Gain rapid success with a mentor Sep 2019 2020 MDRT Foundation President Sep 2019 #selfcare: It's more than just a hashtag 0:05:32 Sep 2019 Catching the big fish 0:46:46 Sep 2019 #HUMANfactor - The new X factor Million Dollar Round Table 325 West Touhy Ave Park Ridge, IL 60068-4265 USA Contact Information International Sister Sites Association Companies Disclaimer This page was printed from https://rz.mdrt.org/ facebook twitter linkedin pinterest blog soundcloud Copyright 2015 Million Dollar Round Table® v1.8.174...